Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money management firm managing over $3 billion in assets.
Here’s our first take after the midterm elections. The last three weeks of November have seen a bounce in the bond market, with intermediate and longer bond yields falling after spending most of 2018 rising. If we look at the US Treasury market (chart 1), we can see the rise in Treasury yields – […]
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback […]
Investors speculate on return of crisis-era Build America infrastructure bonds under split Congress This infrastructure-bond structure, backed by federal subsidies, could face uphill battle in Congress. With Democrats sweeping into the House in the midterm elections, analysts are touting the potential comeback of crisis-era municipal bonds as part of a broader infrastructure bill. Talk of […]
Here’s our first take after the midterm elections. The polls actually got it right, with the Democrats taking the House of Representatives and the Republicans enjoying a slight pickup in the Senate. Divided government, with different parties in control of the House and Senate, has sometimes led to gridlock. It also tends to keep spurious […]
Most investors have heard of the “Super Bowl Theory of the Dow.” This theory, first proposed by sportswriter Leonard Koppett in the 1970s, according to Wikipedia, posited that when a team from the “old” NFL (the current NFC, plus the Colts, Browns and Steelers, who joined the AFC in 1970) won the Super Bowl, the […]
Why Company Insiders are Selling Off Their Stock At Record Rates Executives are cashing out. TrimTabs Investment Research reveals $5.7 billion dollars of stock sold by executives in September this year, a ten-year record. Similarly August reached a ten-year record with over $10 billion in stock sales. May and June saw $8.2 and $9.4 billion sold […]
The captains of Corporate America are steering a record amount of cash into stock buybacks. Companies have announced them this year at a rate of more than $5 billion a day. The buyback boom has been viewed by investors as a sign of confidence among CEOs. “They’re buying back from the front door, and shoveling […]
Excerpt below: As Cumberland Advisors celebrates its 45th Anniversary this week, eight years after moving its principal office from Vineland, NJ, to Sarasota, FL, the firm has announced the implementation of its long-considered succession plan. David Kotok, co-founder, remains chairman of the board and chief investment officer while transferring the day-to-day responsibilities of running the […]
It is with pride that Cumberland Advisors celebrates its 45th Anniversary. June 18th marks 45 years since Cumberland Advisors officially opened its Vineland, NJ, office. Eight years after moving our principal office from Vineland to Sarasota, FL, we have 45 employees, and as of April 30th, 2018, more than three billion dollars of client investment […]
John Mousseau has been elected president and CEO of Sarasota-based financial management firm Cumberland Advisors. Co-founder David Kotok will remain chairman of the board and chief investment officer of Cumberland Advisors.
